The Advice You Need

Expert accounting and tax preparation so you can run your business.

TAX SEASON IS COMING

Call us today to learn how we can make tax preparation painless!

CERTIFIED PUBLIC ACCOUNTANTS

Our firm is comprised of highly qualified, trusted, and experienced Certified Public Accountants in Willow Grove, Pa. Since our founding in 1984, we have offered a full range of small business accounting, corporate accounting, tax preparation and refund services, and personal financial planning services.

SMALL BUSINESS ACCOUNTANTS IN WILLOW GROVE, PA

Our firm focuses on your unique tax, accounting, and consulting needs in a personalized manner. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, or a full complement of other individualized financial services, we will give you the full resources you would only expect from a large accounting firm while maintaining easy access and a friendly, personalized approach.

OUR VALUES

We are guided by the belief that there are three keys to client satisfaction:

COMMUNICATION

Direct clear lines of communications with each partner, who personally services your account, leads to unparalleled client satisfaction. We encourage communication with our clients throughout the year, not merely at year end. By calling or meeting with our clients regularly, we gain familiarity with their concerns and aspirations. Our greatest satisfaction is based upon our ability to become a close advisor on financial and personal matters. Your trust is our reward.

PROFESSIONALISM

Responsible action is the heart and soul of professional service; trust is the result. Our services are provided only by CPA’s, who have demonstrated their proficiency in tax and accounting matters. Additionally, we utilize only the most advanced and technically proficient software and electronic processes in service to you. We are outcome based and measure our success based upon the mutual understanding of the desired outcome; not merely the delivery of a product. In order to gain understanding one must listen first. We know that you are the best person available to explain your goals and aspirations.

INNOVATION

Innovation is born of necessity; conceived by understanding. Because we are outcome based, we are often led to develop innovative strategies that maximize return and client satisfaction. Our knowledge of your style, obtained through personal interactions enables us to tailor a unique approach to your situation. We believe that each person is unique, and requires a unique approach to their affairs.

ACCOUNTING SERVICES

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

BOOKKEEPING

Full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

TAX SERVICES

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

PAYROLL

Complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

IRS ISSUES

Complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

AUDITS

Professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

SALES TAX

We will register your business with the state, create the bank transfer regimen, report the sales and tax monthly and affect the payment in a timely manner with little or no requirement for management involvement.

ESTATE

Estate planning services to minimize both federal and state estate tax liabilities. Protection of heirs from unneeded emotional devastation that can be caused by estate tax levies.

STATEMENTS

Professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

“I can’t thank Fred enough for taking me on as a client. The patience and personal attention he showed me in our first meeting made me very confident that he is the perfect person to help me take my business to the next level. I am very excited to move forward with Fred on my team!”

Amy Young, Leaves of Grass Floral Design

“We trust Fred Koelle implicitly. He by far, hands down, is the best accountant we have ever had. He is kind, courteous, extraordinarily professional and customer focused. He stands up for his clients, not just in words but in deeds. Fred was able to clarify a $19,000 error from the IRS for us, something we never would have been able to do on our own. We have no intention of switching from Fred. The best!”

Alan Mendelsohn, M.D. and Mindy Shapiro

“F.J. Koelle & Associates have been meeting my business and personal accounting needs for close to a decade. They handle payroll, systematic bookkeeping and offer advice on clarifying and updating IRS requirements to make sure that all the proper codes are respected. F. J. Koelle & Associates free me up to focus on my practice that I love, rather than dealing with accounting tedium in which I have no interest.”

“I have entrusted F.J. Koelle & Associates, P.C. to handle of all of my payroll and business accounting needs. The firm executes my business transactions quickly, professionally and accurately, and is always prompt in taking care of any accounting needs related to my business. Recently Mr. Koelle successfully defended my personal interests against an IRS Examination, saving me thousands of dollars. His knowledge of IRS tax code was instrumental in helping me avoid penalties and further difficulties.”

Alan Ackerman, Esquire

“We have been clients of F.J. Koelle & Associates, P.C. approximately 6 years for our business and personal needs. Mr. Koelle has helped us out in more ways than one. We became incorporated with his help and he saved us a lot of time and money in the process. He keeps you informed by e-mail of the new tax laws and updates that pertain to you. He puts other helpful information in a newsletter that comes out from time to time from his office. The staff is wonderful and is always willing to help you when needed.”

Pam & Jonathan Pera, Owners, Jonathan F. Pera Hardwood Floors, Inc

“I learned more from Fred in an hour than I did from my previous two accountants over the past 12 years! That really meant a lot to me, and I deeply appreciate it.”

Steve Bongard, Owner, SJB Investigative Services, LLC

“I have used Fred Koelle as my personal accountant for twenty years. Throughout that time I have been impressed by his extensive knowledge and keen acumen in dealing with my affairs. I have always been greatly impressed by his ethics and his professionalism.”

Anna Smukler

RESOURCES

Personal and small business accounting tips and tax and regulatory news of interest to our clients.

Proper inventory management has many factors and is not straightforward, especially with regard to costing and reporting. A CPA can advise you on the best practices to manage inventory while determining the best way to [...]

GET STARTED TODAY

F.J. KOELLE & ASSOCIATES

Certified Public Accounts in Willow Grove, Pa. In business since 1984, we are a full-service accounting firm providing small business and personal accounting, tax preparation, IRS representation, payroll, and bookkeeping.

SERVICE AREA

We typically work with clients in the Greater Philadelphia Metro area including Willow Grove, Fort Washington, Abington, Jenkinton, Warminster, Feasterville-Trevose.